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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,464 | $201,259-92.3% | $184,200-91.6% | $145,959-89.4% |
| Participation rate | 76.5% | 87.5%-11.0pp | 86.8%-10.4pp | 80.3%-3.8pp |
| Annual return | 7.84% | 28.98%-21.1pp | 28.80%-21.0pp | 561.95%-554.1pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,530 | $9,806-74.2% | $9,132-72.3% | $6,689-62.2% |
| Admin fee / account holder | $6,349 | $16,372-61.2% | $13,907-54.3% | $13,398-52.6% |